Connect Microsoft Dynamics CRM and Heltar
Integrate Microsoft Dynamics CRM with Heltar to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Campaigns in Heltar when New Account in Microsoft-dynamics-crm
List All Clients from Heltar when New Account in Microsoft-dynamics-crm
List All Templates from Heltar when New Account in Microsoft-dynamics-crm
Create or Update Client in Heltar when New Account in Microsoft-dynamics-crm
Fetch Client Messages from Heltar when New Account in Microsoft-dynamics-crm
Popular Microsoft Dynamics CRM + Heltar flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Dynamics CRM
When this happens...
New Account
New Contact
New Case/Incident
New Invoice
New Lead
New Opportunity
New Order
Choose an action
Heltar
Automatically do this!
List All Campaigns
List All Clients
List All Templates
Create or Update Client
Fetch Client Messages
Send Text Message hold
List All Attributes
Create Attribute
Update Attribute
Remove Attribute
Send Templates hold
Create Template hold
Send Private Message
Set Chat to Open or Closed
Toggle Bot Responses
Unassign Employees from a Client
Update an Employee’s Role
Create Employee Account
Delete an Employee
Retrieve Role Permissions
Get Business Profile
Toggle Automatic Chat Assignment
Fetch WhatsApp Commerce Catalog Settings
Update Catalog Settings
Toggle Read Receipts
Delete Convobot Session
Fetch Template Analytics
Set Custom Domain for Redirection
Delete Template
List All Campaigns in Heltar when New Account in Microsoft-dynamics-crm
Use this flowList All Clients from Heltar when New Account in Microsoft-dynamics-crm
Use this flowList All Templates from Heltar when New Account in Microsoft-dynamics-crm
Use this flowCreate or Update Client in Heltar when New Account in Microsoft-dynamics-crm
Use this flowFetch Client Messages from Heltar when New Account in Microsoft-dynamics-crm
Use this flowSend Text Message hold via Heltar when New Account in Microsoft-dynamics-crm
Use this flowList All Attributes from Heltar when New Account in Microsoft-dynamics-crm
Use this flowCreate Attribute in Heltar when New Account in Microsoft-dynamics-crm
Use this flowUpdate Attribute in Heltar when New Account in Microsoft-dynamics-crm
Use this flowRemove Attribute from Heltar when New Account in Microsoft-dynamics-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Dynamics CRM and Heltar.
When this happensTriggers
A trigger is an event that starts a workflow.
New Account
Triggers when new account is created
New Contact
Triggers when new contact is created
New Case/Incident
Triggers when new case/incident created
New Invoice
Triggers when new invoice is created
New Lead
Triggers when new lead is created
New Opportunity
Triggers when new opportunity is craeted
Do thisActions
Action is the task that follows automatically within your Microsoft Dynamics CRM integrations.
Create Account
Creates a new account
Create Contact
Creates a new contact
Create Opportunity
Creates a new opportunity
Create Lead
Creates a new lead
Create Case/Incident
Creates a new case/incident
Create Order
Creates a new order
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Microsoft Dynamics CRM and Heltar workflows.
Learn how to automate Microsoft Dynamics CRM and Heltar workflows.
Learn how to automate Microsoft Dynamics CRM and Heltar workflows.
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About Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreAbout Heltar
Heltar is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Heltar provides tools and solutions that cater to various business needs, ensuring efficient workflow management and improved collaboration.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Dynamics CRM and Heltar accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Microsoft Dynamics CRM and Heltar as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Heltar. No coding required.
Yes. You can set up a workflow where Microsoft Dynamics CRM triggers actions in Heltar, and a separate workflow where Heltar triggers actions in Microsoft Dynamics CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Microsoft Dynamics CRM and Heltar. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Dynamics CRM and Heltar integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
